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Top 3 Reasons to choose Agile

All-in-One. Affordable. Next-Generation.

Why choose Agile
1

All-in-One CRM

Automate your sales, marketing, and service in one platform. Avoid data leaks and enable consistent messaging.

2

Affordable

Make the most of Agile's modern features & integrations, easy implementation and great support at an affordable price.

3

Next-Generation

Cloud based SaaS service that is mobile-ready, fast, and simple to use.

All-in-One CRM

Supercharge your sales, marketing, and service​

Helpdesk
Helpdesk

Enable your business to provide customer experience that’s more personalized

Feedback
Feedback

Improve customer relations by querying and analyzing their feedback

Knowledge base
Knowledge Base

Enabling a self-service portal to help customers help themselves

Ticketing feature
Ticketing

Powerful ticketing feature to resolve customer queries quickly

Smart views
Smart Views

Assign conditions to prioritize tickets and view them on the dashboard

canned-responses
Canned Responses

Pre-formatted replies to ensure fast and consistent responses to common questions.

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The Latest Updates

Recent news and product updates

03
Blogs in
MAY
Blog Updates

From Agile CRM Blog


05May

4 Tips for Automating Your Sales Pipeline

For most businesses, the sales pipeline is getting longer and more challenging. Thankfully, automation can help...

03May

Take Control of Your Email Inbox with These 8 Tools

4.3 billion people all around the globe use email on a daily basis. The average number of emails an office employee gets every day is 121...

01May

How Mobile CRM Helps Sales with Data Leakage?

Data leakage is one of the worst things that can happen to a sales team—especially one that’s on the move...

28Apr

Why You Need to Automate Your Business Today

Complete efficiency cannot be achieved if businesses don’t understand the differences between important and menial tasks...

27Apr

Agile CRM making Contact Syncing a lot more Easier with Office365

I as an employee of a company find it extremely frustrating when my company decides to switch between software’s or tools...

25Apr

The Ultimate Lead Prospecting Guide

Building your business can often be the hardest part of running your own firm. Not only do you need to be able to manage your current customer base...

24Apr

Best Practices to Boost Your B2B Prospecting

Building your business through B2B prospecting is a proven, effective way to grow, so why does it sound so hard to do?...

21Apr

Android Calling : A Smarter way to call from within your CRM

Agile CRM’s Android widget is yet another feat in trying to help customers benefit most from the best in the industry integrations...

20Apr

How to Prepare a Winning Omni-channel Marketing Plan

Marketing has been transformed by the digital age. It operates in social media, websites, mobile applications and more...

18Apr

Essential Email Marketing Tips for Marketing Automation

In business today, great customer relationships aren’t a destination or an end goal. They’re on ongoing process that’s never finished...

17Apr

Finding Contact Details From Linkedin Made Easier

Are you the person responsible for increasing the Social demand for your brand? Do you use Linkedin often as a sales person to look for leads?If yes, then this widget is going to make your life much more easier...

14Apr

Have You Considered Agile CRM as a HubSpot Alternative?

Most companies today use customer relationship management (CRM) for their sales efforts. When it comes to marketing automation...

13Apr

5 Features your Small Business CRM should have

Actively managing customer relationships is no longer the sign of a well-run small business. It now is an essential practice for all businesses to engage and nurture their customer...

11Apr

Agile CRM & Ringcentral join hands for a better Telephony Experience

In another step towards creating a holistic CRM experience; Agile CRM has integrated with Ringcentral to provide a more powerful Telephony experience to its customers...

10Apr

Choose the best Real-Estate CRM for your business

Customer relationship management (CRM) solutions lie at the core of successful sales processes today...

07Apr

Agile Email Finder : Verified Email Addresses at your Fingertips

Agile in its pursuit to create sophisticated integrations to help businesses run smoother sales and marketing processes is launching the Agile Email Finder...

06Apr

Become a Pro in Social Selling

Social media is the king of the internet. It is impossible to escape something that has taken the world over...

04Apr

Making Resolving Customer Queries a Delight – Live Chat

Generating Leads and Helping your Customers has gone through a major makeover with advanced technology making things more convenient for businesses and customers...

31Mar

Why Sales Engagement is Imperative for Your Business?

The sales department and the people who are in it are key elements in the success (or lack thereof) of any business...

30Mar

5 Ways in Which Agile CRM can Help Small Businesses

Are you a small business looking for that one magic potion that helps you iron out your sales and marketing processes...

28Mar

5 Reasons why Small Businesses Should use CRM?

CRM for Small businesses is a concept that is alien to many. For those who think of automation tool and software as something that’s useful for multinationals only...

27Mar

6 Easy Ways to Increase Email Open Rates Today

Despite all the attention and love that new generations tools such as Social Media and Content Marketing have received in the last few years...

24Mar

6 Benefits of Marketing Automation for a Brand and its Customers

Marketing is vital for any business. If you’re considering growth and expansion of your business...

23Mar

Sales Engagement Platforms – The Right way to Sell

Sales Engagement platform are software’s that help businesses of all sizes to support the customer lifecycle through every phase of sales starting from Lead Prospecting...

22Mar

Email Finder : Bringing you a step closer to finding Qualified Leads!

Having trouble finding qualified leads?Is toggling back and forth between Linkedin...

21Mar

Upcoming Feature Update : Live Chat!

Live chat helps you connect with your customers seamlessly with immediate access to your Agents. Live Chat will help you...

14Mar

Now Get Live Chat Support 24/5 with Agile CRM

We repeatedly hammer home the importance of good customer service here on the Agile CRM blog...

07Mar

5 Building Blocks of Successful Lead Scoring

Most modern marketers are bitten by the inbound marketing bug. Once your inbound marketing engine is working well and you’re getting a high volume of new leads...



03
Updates in
MAY
09 in APR
Product Updates

Product Updates


May 05, 2017 ( Version: 43.0)
  • Added Phone number, Address, State, City, Zip on companies static filters
  • Now we can select fields for exporting Contacts/Companies
  • Provided an option to choose 'Ticket ID' in Ticket subject for the end user
  • Enhanced auto refreshment of page for a new ticket generation
  • We have hide 'Trash' for non Admin users
  • Enhanced 'Won Deals' feature, where in the user can see the emails of Contact/Companies
  • Added 'Favicon' upload option under page settings of 'Landing Pages'
  • Added an option to disable 'Categories' in Knowledge Base
  • Restricted the Free plan users to access Knowledge Base and Feedback, displaying a message to upgrade the plan
  • Fixed an issue with ‘Tickets’ not getting created, due to server overload
  • Added new feature, now sync Contacts & Companies data with Hubspot
  • Drupal 7.0 version has been introduced
  • Now, multiple forms will work for single webpage, this is only for newly created forms
  • We have added RHS filters on ‘Deals’
  • Added ACL's for 'Videos'
  • Added an option to show/hide the 'Form Name' in ‘Form Builder’ settings
  • Added an 'Image Group' block under Email Template Builder'
  • Modified the 'Feedback Report' icons from Awesome, Good, etc., now showing only 'Good' and 'Bad'
  • Fixed issue, removed the signature when Agent adds a Private note to the ticket
  • Now 'Merge Fields' works on direct emails
  • Ringcentral - Upgrading version files and Enabling Widget
  • We are now supporting Portuguese language for our Agile Dashboard
  • Added zaps for Help Desk (New Ticket Trigger and Create Ticket action)
  • Added ‘Office 365’ data sync widget
  • Now we have ACL's for ‘Deals Export’
  • ‘Online Calendar’ is now in 24hrs format
  • Added SMS ‘Delivered’ and ‘Failed’ events on trigger
  • Users can now sort ‘Contacts’ based on ‘Last called /Last Emailed’
  • Added new feature, 'Getting Started' steps for Sales, Marketing, and Service modules
  • Added ‘Video Emails’ as a separate entity
  • Added ‘Videos Count’ in ‘All Domain’ stats report
  • Added a new feature, 'Smartview' using this feature, we get to know who is viewing the same contact details, deal details and campaign workflows
  • Added new feature, now we have ‘URL’ and ‘Currency Custom’ fields for Contacts/Companies/Deals
  • Enhanced ‘Set Owner Round Robin’ at Node level
  • Enhanced storing Contacts/Companies, now whenever a new Contacts/Companies is added, the Country field in the form automatically get fills
  • Added a new ‘Social Share’ block under ‘Email Template Builder’
  • Added ‘Date Field’ in ‘Form Builder’ for mapping the default and custom contact type agile fields
  • Added ‘Documents List’ field in form settings
  • Enhanced ‘Set Owner Round Robin’ at Node level
  • Added two new email template under Newsletter category
  • Contacts/Companies data in Trash will be automatically deleted after 30 days
  • Added detailed ‘Lost Deals’ analysis report
  • Added Time based Merge Fields. For example:
  • Today : {{current_date}}
    Tomorrow : {{current_date +1}}
    Yesterday : {{current_date -1}}
    Next Week : {{current_date 7}}

  • Updated the dashboard “Side Menu Bar” with “New Icons”
  • Enhanced ‘Campaign Scaling’
  • Added condition for ‘email replied’ in “trigger campaigns”
  • Enhanced JSON node that allows to post data in JSON format
  • Fixed email address field which was not accepting emails in different format
  • Added SIP.JS ‘Telephony’ widget.
  • Added ‘Email Fetch’ widget under ‘Social Widgets’, wherein ‘Email Address’ is fetched by mapping the ‘Website Domain’ and ‘First & Last Name’ from ‘Contacts Info Page’.
  • Added a new option under ‘Deals’ that allows to view ‘Untouched Deals’ for selected number of days .
  • Added new templates in ‘Form Builder’ based on themes (5-Bootstrap,5- Metro, 5-Flat , 5-Material).
  • Added new ‘Twitter App’ for ‘Social Suite’.
  • Added a new ‘Push Notification Popup’ template that looks like ‘Chrome Push Popup’.
  • Added new feature to ‘Recently Viewed List’ wherein ‘Tickets’ can be seen.
  • Added ‘Add Tickets’ node under ‘Campaigns’.
  • Added new feature ‘Social Share’ block under ‘Footer’ facet in ‘Landing Page Builder’.
  • Enhanced ‘Contact List’ with new UI.
  • Added new feature to ‘Ticketing’ wherein, while creating a Ticket, if the email contains a reply-to email address [reply-address], all subsequent replies to the ticket are sent to that email address [reply-address].
  • Enhanced ‘Article’s List Page’ by adding a column named ‘Status’ that differentiates the article status [Published or Private].
  • Added new feature in ‘Chrome Extension’ named ‘Add New Template’ in email templates drop down in Gmail .
  • Added new options in ‘Chrome Extension’ by segregating ‘Email Templates’ drop down into ‘Templates’ and ‘Videos’ and showing videos under ‘Videos’ section.
  • Added a new ‘Status Change Trigger’ in ‘Ticketing’, with campaign name ‘Runs a campaign on Contact, when a ticket status is changed’.
  • Enhanced ‘Email gateway Feature’, wherein emails will go from default email gateway, when SMTP & Gmail Oauth fail to send.
  • Added an option for ‘Deals Export’ that allows the users to select the headers or columns based on the requirements.
  • Enhanced ‘Responsive Webrules’ by showing ‘Close Icon’ inside the popup.
  • Added ‘Faster CSV Contacts Import’ for client side import of contacts, along with normal import.
  • Added new template named ‘Minimalistic’ for ‘Ticketing Emails’.
  • Added ‘Alerts’ for ‘Clicked & Open’ nodes.
  • Added ‘Nexmo’ messaging widget under ‘Telephony’.
  • Added ‘Custom Field’ option in ‘Import’ feature, allowing to map data during import of contacts, companies and deals.
  • Enhanced ‘Inbound’ and ‘Outbound’ for ‘Asterisk’ telephony widget.
  • Enhanced ‘Email Invitation Checkbox’ option, where the selected state (Checked or Unchecked) remains same for the domain, until the state is changed.
  • Enhanced ‘Color Types’ for ‘Deals’ with light colors.
  • Added a new ‘Email’ feature that sends the campaign emails from ‘Outbound SMTP’.
  • Added logic to capture & save geolocation data (latitude & longitude) for contacts & companies.
  • Enhanced ‘LinkedIn Sales Prospect’ in Chrome extension. Now displaying 100 search results instead of 10.
  • Added ‘Drupal Plugin’ that supports Drupal version 8.
  • Added ‘Joomla Plugin’ on the website for Joomla users.
  • Enhanced ‘Domain Key Settings’ feature with ‘Send Email’ option.
  • Added a new block ‘Image+Caption’ in ‘Content Blocks’, under email template builder.
  • Enhanced ‘Image Block’ feature under email template builder that allows image customization to full size of the block.
  • Added ‘Three New Languages (Italian, Russian & French)’ under ‘Preferences’.
  • Enhanced ‘Chrome Extension’ functionality that supports ‘LinkedIn New Version’.
  • Enhanced ‘Dial Pad’ with ‘Alpha-Numeric’ options.
  • Enhanced ‘Twilio Outbound CallerId’ feature in ‘Contact Edit Page’ to allow users to make direct calls from the outbound number dropdown menu.


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